#trump

WSJ Confirming Apple as an Intel Customer

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The WSJ is reporting that Intel and Apple have reached an agreement for Apple to use Intel’s Foundry business for chip making. It’s not clear yet which chips Intel will make for which Apple products. Earlier this week, Bloomberg reported talks between the sides, something that had been a rumored open secret for months. The … Read more

The Strait of Hormuz Reverse Uno Card

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When Raji Khabbaz and I were running Silver Arrow Investment Management, whenever we were trying to figure out why something happened, he was unsatisfied the explanation that people are sometimes stupid and institutions are often stupid. He correctly thought that people usually have a good reason (at least to them) for doing something even if … Read more

Post Hoc Analysis

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As before, anything I write regarding the situation in Iran is based on what I believe to be true right now. None of us know how accurate any individual report is. Every party involved has an incentive to shape opinions regardless of what’s really happening on the ground. Again, I’ve seen videos claiming to show … Read more

Looking at the Downside

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It’s been a volatile few days. Let’s recap:   The Federal Reserve: I continue to believe the market is overestimating the impact Fed Chair nominee, Warsh, could have on the economy and the markets. Last week, there was reasonable fear that Warsh would be hawkish (favoring higher interest rates). I’m skeptical of that take, despite … Read more

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